Find an operational form from a Slack DM
Resolve a private process question with the current form options, without starting a channel-wide conversation.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Why this helps
A direct request for a form can become an interruption if finding the answer requires a separate search.
- Answers process questions in the channel where they arrive
- Avoids an extra search through Connecteam
- Keeps simple requests from turning into interruptions
Setup
Build it in a few focused steps.
- 1Connect Slack and Connecteam to Notis once in the portal.
- 2Create an automation prompt to retrieve Connecteam forms when a Slack DM asks for an operational form and respond with a relevant shortlist.
- 3Select the Slack direct message received trigger and choose the run-report channel.
- 4Test with a real DM asking about an existing form.
Questions about this workflow
Can the workflow handle private Slack messages?
Yes. The selected trigger is for direct messages and catches DMs across DM channels.
Will it submit a form?
No. It retrieves form definitions to help identify an existing form.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Connecteam. A trigger fires from one place; an action lands in another.
Slack triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Generate Upload URL
Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Chat
Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Custom Fields
Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Jobs
Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.
Connect any two apps with Notis in the middle.
Slack and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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